Robert Half Corporation Jobs

Description We are in the process of expanding our team in the legal industry in New York, New York, United States, and are currently looking for a Fiduciary Administrator. In this position, you will be charged with the responsibility of managing legal and administrative tasks related to estate and trust administration. Your role will also involve working with different stakeholders including clients, attorneys, and investment advisors.

Responsibilities:

• Accurately prepare probate and administration papers along with federal and state estate and inheritance tax returns.

• Draft correspondence and documents that pertain to the legal and administrative aspects of estate and trust administration.

• Coordinate distributions to various trust beneficiaries and assist in the arrangement for payment of trust/estate expenses.

• Work collaboratively with attorneys, investment advisors, and administrators on various matters as questions arise.

• Arrange for date of death appraisals of assets and establish estate accounts.

• Prepare Receipt and Release documents along with Agreements Settling Accounts of Executors and Trustees.

• Interface with clients, ensuring a smooth communication process.

• Maintain a detail-oriented demeanor and strong work ethic, with dedication to quality service.

• Utilize your knowledge of Excel and Microsoft Office Program to streamline processes and maintain accurate records.

• Leverage your knowledge of OneSource FAS Software and LexisNexis Surrogate’s Court Forms. Requirements • The applicant should have a minimum of 7 years of experience in the legal industry.

• Deep knowledge and experience in Fiduciary Tax is a mandatory requirement.

• Comprehensive understanding and expertise in managing Trusts and Estates is essential.

• The applicant must hold a valid license to practice law.

• A strong work ethic and the ability to handle multiple tasks efficiently are expected.

• Exceptional communication and interpersonal skills are required.

• Proven experience in fiduciary administration and handling sensitive client information is essential.

• The ability to work in a fast-paced environment and meet strict deadlines is necessary.

• The applicant must possess strong analytical skills and attention to detail.

• Proficiency in using legal software and other relevant computer applications is required.

• The applicant should be able to demonstrate a history of successfully managing fiduciary responsibilities.

• Willingness to stay updated with the latest developments in fiduciary law and related legal areas is expected.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .